I have existing investments
If you wish to review your existing investments, we will have meetings with you to discuss your requirements and to carry-out a detailed initial assessment of your current situation.
Your short, medium and longer-term personal objectives and attitude to investment risk will be discussed in detail.
We will then make detailed research to produce a financial plan to meet your requirements.
We will discuss our recommendations with you and produce a report detailing our advice.
At no time in the whole process are you under any obligation buy a product, and you are also completely free to accept or reject any recommendations we might make.
Upon your request, we will review your investments in the future to ensure your financial aims and objectives continue to be met in the light of changing circumstances.
